Optimum Fixed Income Fund

Optimum Fixed Income Fund is a registered fund series of Optimum Fund Trust (series S000002420). Net assets $2.7B as of 2026-03-31.

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Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
J.P. MORGAN SECURITIES LLC$284.2M1046.27%
Federal National Mortgage Association$194.8M717.17%
Federal National Mortgage Association$177.3M652.57%
Federal National Mortgage Association$143.1M526.66%
United States Treasury Notes$125.3M461.42%
Federal National Mortgage Association$78.2M287.92%
FEDERAL NATIONAL MORTGAGE ASSOCIATION$37.9M139.71%
United States Treasury Bonds$36.6M134.73%
Federal National Mortgage Association$35.4M130.16%
United States Treasury Notes$34.5M127.19%
Federal National Mortgage Association$32.9M121.07%
Federal National Mortgage Association$31.1M114.37%
United States Treasury Bonds$26.0M95.83%
BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL$24.8M91.21%
Federal National Mortgage Association$22.3M82.11%

Net asset history

Report dateNet assets
2026-03-31$2.7B
2025-12-31$2.7B
2025-09-30$2.7B
2025-06-30$2.7B
2025-03-31$2.7B
2024-12-31$2.7B
2024-09-30$2.8B
2024-06-28$2.7B

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